Company lists · Data refreshed September 2026
Top 25 Family office software providers based in Miami, United States
RevenueBase identified 51 company matches for family office software providers associated with Miami, United States as of September 2026 and tracks 445 professional contacts across them, including 124 with verified work emails and 109 with mobile numbers. Across the United States, New York is the largest hub for this category (139 companies); Miami follows with 54.
This list covers company matches for family office software providers associated with Miami, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 12, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office software providers based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 49 contacts → | ||||
Exact match “At Valora, we deliver personalized advisory services with a human touch.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 2 | 45 contacts → | ||||
Exact match “Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “Gestión de patrimonios con un enfoque de Multi Family Office.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Element Pointe is an independent multi-family office and wealth management firm committed to guiding ultra-high-net-worth individuals and their families through important…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Somos Diagonal Investment Office – un multi-family office independiente con respaldo global.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “SAAGA (previously OnNe Consulting) is a firm devoted to designing, operating and advising Single Family Offices.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “FitzRoy Investment Advisors is a multi-family office based in Miami, Florida.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Family office of a technology entrepreneur and investor” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “The Kaplan Group of Companies is a multi-national private investment firm and Single Family Office.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Dhillon Partners is a Family Office which manages global assets, over a diverse range of investment categories.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Maison Benjamin is redefining how family offices access non-financial services.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Scheck Group is a family office focused on private equity, real estate and other investments.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Well-defined values, experience and access to quality professionals, accompanied by personalized management and a full range of services to meet your needs.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “MPGA was created as a family business in 2020, since its launch is expanding its horizons for other clients.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Family office.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Ripol Alliance Global Wealth Strategies is a Multi-Family Office and multidisciplinary service provider dedicated to the global wealth management of our UHNW Private…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “As every panting, your history is unique.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family office software providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 51 family office software providers based in Miami, United States
See the full list, filter by size, metro and specialty, and access 124 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office software providers based in Miami, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.5dCompany record updated
Median 57.0dHow this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Miami, United States whose business descriptions match “family office software providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 124 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 12, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Family office software providers by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office software providers are there based in Miami, United States?
RevenueBase identified 51 company matches for family office software providers associated with Miami, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Valora tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most family office software providers?
New York leads the United States with 139 company records, followed by Miami (54) and Dallas (40).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 124 professional contacts with verified work emails tracked across these 51 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 51 family office software providers based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 25 family office software providers based in Miami, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 51 matching company records for family office software providers based in Miami, United States, with 445 tracked contacts and 124 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office software providers based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Valoravalora-partners.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 49 contacts → |
“At Valora, we deliver personalized advisory services with a human touch.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GFG Capital, LLCgfgcapital.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 45 contacts → |
“Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Klosters Capitalklosters-capital.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 15 contacts → |
“Gestión de patrimonios con un enfoque de Multi Family Office.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Element Pointe Family Officeelementpointe.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“Element Pointe is an independent multi-family office and wealth management firm committed to guiding ultra-high-net-worth individuals and their families through important…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bigsur Partnersbigsurpartners.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Green Street Trust Internationalgreenstreettrust.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 10 contacts → |
“Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Legacy Wealth Advisors, LLClwgadvisors.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Tiempo Capitaltiempocapital.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Harbor Ithakaharbor-ithaka.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Diagonal Investment Officediagonalinvestments.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 7 contacts → |
“Somos Diagonal Investment Office – un multi-family office independiente con respaldo global.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Saaga Family Wealthsaagawealth.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 7 contacts → |
“SAAGA (previously OnNe Consulting) is a firm devoted to designing, operating and advising Single Family Offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fitzroy Investment Advisorsfria.usHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“FitzRoy Investment Advisors is a multi-family office based in Miami, Florida.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Casimir Holdingscasimirholdings.comHQ: Miami, United StatesReported employees: 1-10 | Miami, United States | 1-10 | Exact match | 6 contacts → |
“Family office of a technology entrepreneur and investor” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Alenet, INCalenet.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lmpg Wealth Advisors, LLClmpgprivatewealth.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Kaplan Group Of Companieskaplangroup.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 5 contacts → |
“The Kaplan Group of Companies is a multi-national private investment firm and Single Family Office.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Dhillon Partnersdhillonpartners.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Dhillon Partners is a Family Office which manages global assets, over a diverse range of investment categories.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Maison Benjaminmaisonbenjamin.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Maison Benjamin is redefining how family offices access non-financial services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Scheck Groupscheckgroup.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Scheck Group is a family office focused on private equity, real estate and other investments.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Conscientia Family Officeconscientiafo.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Well-defined values, experience and access to quality professionals, accompanied by personalized management and a full range of services to meet your needs.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Mpga Family Office Investmentsmpgafamilyoffice.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“MPGA was created as a family business in 2020, since its launch is expanding its horizons for other clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Betor Group P.L. A Family Officebetorgroup.comHQ: Miami, United StatesReported employees: 1-10 | Miami, United States | 1-10 | Exact match | 3 contacts → |
“Family office.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ripol Alliance Multi-Family Officeripolalliance.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Ripol Alliance Global Wealth Strategies is a Multi-Family Office and multidisciplinary service provider dedicated to the global wealth management of our UHNW Private…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Muniz Family Officemunizfo.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
“As every panting, your history is unique.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 51 company matches
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Family office software providers: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
50 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.5dCompany record updated
Median 57.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office software providers by metro in the United States
Questions about this company list
What does Exact match mean for family office software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office software providers did RevenueBase find based in Miami, United States?
The saved snapshot records 51 matching company records, 445 tracked contacts and 124 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in Miami, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/family-office-software-providers/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 25 family office software providers based in Miami, United States
RevenueBase records 51 matching company records for family office software providers based in Miami, United States, with 445 tracked contacts and 124 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office software providers based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Valoravalora-partners.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 49 contacts → |
“At Valora, we deliver personalized advisory services with a human touch.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GFG Capital, LLCgfgcapital.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 45 contacts → |
“Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Klosters Capitalklosters-capital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 15 contacts → |
“Gestión de patrimonios con un enfoque de Multi Family Office.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Element Pointe Family Officeelementpointe.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“Element Pointe is an independent multi-family office and wealth management firm committed to guiding ultra-high-net-worth individuals and their families through important…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bigsur Partnersbigsurpartners.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Green Street Trust Internationalgreenstreettrust.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 10 contacts → |
“Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Legacy Wealth Advisors, LLClwgadvisors.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tiempo Capitaltiempocapital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Harbor Ithakaharbor-ithaka.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Diagonal Investment Officediagonalinvestments.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 7 contacts → |
“Somos Diagonal Investment Office – un multi-family office independiente con respaldo global.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Saaga Family Wealthsaagawealth.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 7 contacts → |
“SAAGA (previously OnNe Consulting) is a firm devoted to designing, operating and advising Single Family Offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fitzroy Investment Advisorsfria.us HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“FitzRoy Investment Advisors is a multi-family office based in Miami, Florida.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Casimir Holdingscasimirholdings.com HQ: Miami, United StatesReported employees: 1-10 | Miami, United States | 1-10 | Exact match | 6 contacts → |
“Family office of a technology entrepreneur and investor” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Alenet, INCalenet.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lmpg Wealth Advisors, LLClmpgprivatewealth.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kaplan Group Of Companieskaplangroup.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 5 contacts → |
“The Kaplan Group of Companies is a multi-national private investment firm and Single Family Office.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Dhillon Partnersdhillonpartners.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Dhillon Partners is a Family Office which manages global assets, over a diverse range of investment categories.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Maison Benjaminmaisonbenjamin.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Maison Benjamin is redefining how family offices access non-financial services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Scheck Groupscheckgroup.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Scheck Group is a family office focused on private equity, real estate and other investments.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Conscientia Family Officeconscientiafo.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Well-defined values, experience and access to quality professionals, accompanied by personalized management and a full range of services to meet your needs.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mpga Family Office Investmentsmpgafamilyoffice.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“MPGA was created as a family business in 2020, since its launch is expanding its horizons for other clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Betor Group P.L. A Family Officebetorgroup.com HQ: Miami, United StatesReported employees: 1-10 | Miami, United States | 1-10 | Exact match | 3 contacts → |
“Family office.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ripol Alliance Multi-Family Officeripolalliance.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Ripol Alliance Global Wealth Strategies is a Multi-Family Office and multidisciplinary service provider dedicated to the global wealth management of our UHNW Private…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Muniz Family Officemunizfo.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
“As every panting, your history is unique.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 51 company matches
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Family office software providers: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
50 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.5dCompany record updated
Median 57.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office software providers by metro in the United States
Questions about this company list
What does Exact match mean for family office software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office software providers did RevenueBase find based in Miami, United States?
The saved snapshot records 51 matching company records, 445 tracked contacts and 124 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 family office software providers based in Miami, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/family-office-software-providers/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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